Dynamics portal PDF Generation

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Posted on by gman0104

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I’m looking to generate PDF’s from the Dynamics portal as was wondering if anyone can suggest the best solution for this. The PDF’s do not have to be stored within CRM it’s just a matter of generating a pdf from the data displayed on screen for printing

Many thanks G

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Community Member on at

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The only way I can see this working would be to do this in D365 either with custom code or 3rd party solution of which there are many and expose a workflow button on the webpage which would email the PDF to the user.

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I have used Essential Objects to do this. A button on the screen can be used to generate the PDF and then download the file.

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oliver.rodrigues 4,052 on at

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Hi.. I wrote a blog post on this a while ago

dynamics365heroes.com/.../dynamics-365-portals-exporting-data

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